• Client Service Specailist - Commercial Banking

    Location US-CA-Santa Clara
    Job ID
    2018-5404
    Category
    Commercial Banking/Corporate Banking
    Position Type
    Full-Time
  • Overview

    For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. And our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable businesses and expand our employees’ potential for career advancement.

    Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $37.7 billion, we’re ranked among the 30 largest banks in the United States and currently top 5 in “America’s 100 Best Banks” by Forbes, a list where we've consistently been in the top 15 since 2010. With a strong foundation, an enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

    We are currently seeking a Client Service Specialist. The CSS will initiate and close sales of deposit services in Commercial Tech Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships.

    As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

    As a valuable East West Bank team member, your duties (not limited to) will include:

    • Contribute to Division & Branch success versus annual sales & revenue plans by:
      • Closing Deposit sales related to loan transactions initiated by RM's.
      • Participate in client meetings & proposals.
      • Initiating Deposit sales independently through prospecting and projects/initiatives.
      • Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners.
      • Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction.
    • Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent.
    • Act as an expert advisor for the clients. Resolve client requests and/or issues independently.
    • Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth in Branch balances.
    • Make presentations to Division employees, Division Managers, and senior management regarding Deposit sales and Branch growth.
    • Establish & maintain good relationships with internal partners such as Marketing, Product Management, Operations, etc.
    • Promote the success of the Branch versus sales and service quality goals by working closely with RM’s on sales processes, customer satisfaction, and related operational issues.
    • Other projects as assigned by management.   

    Qualifications/Requirements:

     

    • 1- 3 years sales/financial services experience required.
    • Bachelor's Degree in Finance, Accounting, Management, Marketing or equivalent work experience in lieu of degree.
    • Very strong written and verbal communication skills.
    • Expert level proficiency with MS Word, MS PowerPoint or similar.
    • Be able to multitask and prioritize. Quick learner and enjoy problem solving. 
    • Familiarity in Mandarin Chinese preferred     

    East West Bank is an equal opportunity employer.   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status.  Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.  

     

    Qualifications

    East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

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